SUMMARY

• Knowledgeable business analyst specializing in retirement operations, IRS/DOL regulations and corrections bringing 20 years of related experience.
• Conscientious about thorough analysis, building relationships internal and external to organization, excellent decision - making and prioritization skills.
• Results-focused with strength in communication, collaboration, presentations, managing concurrent objectives and promoting efficiency to influence positive outcomes.

TECHNICAL SKILLS

• Project management
• Process review, mapping, improvement
• Communication, presentations
• Scheduling, Strategic planning
• Mentoring, training, team development
• Reporting, research, analysis, documentation
• DMAIC/Six sigma & Agile processes
• Relationship building, networking

PROFESSIONAL EXPERIENCE

Confidential

Risk Management Senior Business Analyst

Responsibilities:

• Project management lead involved with process and data analysis, regulatory review, correction, improvement, testing and documentation
• Lead projects updating system function for high volume process
• Discovered error, determined impact, developed project plan, correction schedule, communication process, built and trained team, built relationship with external parties
• Partnered across organization, technical to legal and executive leadership, presented data and expedited resolution
• Lead special processes without procedures or prior knowledge
• Daily reporting, end to end process review, addressed and tested updates, led internal and external communication on schedule
• Worked with customer service, trading, and leadership to ensure accurate, concise, efficient processing, delivered accurate results, documented effective, palatable process
• Focus on consistency, risk mitigation, effective procedures, system improvements and testing
• Address key account and significant issues including review, resolution, risk analysis, communication and enhancement
• Continuous effort to decrease budget expenses, meet with finance and senior leadership on compliance related and escalated issues for large clients

Confidential

Operations Specialist/Project Liaison

Responsibilities:

• Specialized system and data analysis, documentation creation, coordinated reporting process with technical groups, lawyers and within regulations to resolve failure, reduce risk and build consistency
• Track, document, research, report, analyze, communicate and lead issue resolution including testing and changes within systems
• Set up special process to advance system information, increase customer service, decrease process time, research individual client plan parameters to establish custom process, test and rolled out across entire book of business
• Led team through research process to file resolution with IRS on issue across book of business; led communication and correction process; worked with internal and external legal departments and executives; built database, partnered with clients on communication and corrections; trained client account managers on new processes and system updates
• Established BPI project with Puerto Rico vendor regarding Puerto Rico plan population
• Built a custom process to enhance product, increasing client satisfaction
• Reduced processing time and risk
• Worked with two tax regulatory bodies, technical resources in two countries across firms, tested system updates
• Presented detailed process, changes and data throughout the BPI project to internal and external legal and leadership executives

Confidential

Lead Client Account Manager/Transaction Specialist

Responsibilities:

• In-depth knowledge of IRS/DOL regulations, qualified, non-qualified and Puerto Rico plans
• Communication, relationship building, year-end processing, audit, reporting, documentation
• Assisted relationship management and sales associates with sales meetings, request for proposal process; built presentations and traveled to clients to present at sales meetings
• Assisted conversions team bringing new client plans on board, setting up procedures, testing processes and validate data provided to processing and customer service groups
• Assisted enrollment team traveling and presenting to new population, increasing enrollment and enhancing partnership between firms, answered questions and provided high level customer service at the onset of the relationship with all levels of plan employee population, including executives
• Processed complicated and complex transactions in minimal situation events requiring specialized knowledge; trained associates on intricacies of the process, advancing department knowledge

Confidential

Trainer/Subject Matter Expert

Responsibilities:

• Established best practices and enhancements over BPI project, including external firms; trained all internal operations and customer service associates
• Worked independently and with teams impacting multiple business areas and systems
• Loan VCP coordinator, led client and legal discussions, team and cross department training, created and maintained database and documentation, coordination correction process across departments
• Created a specialized distribution calculation process that impacted qualified retirement plan book of business; impacted the process across all departments, required system updates, testing and validation; trained all departments on new process that decreased processing time and risk, increased satisfaction

Confidential

Event Manager/Supervisor

Responsibilities:

• Partnered with Air Force Academy personnel with staff oversight
• Responsible for staff management, development, direction and discipline
• Partnered with management to create, coordinate and implement safety program
• Create, document and conduct annual training accreditations
• Partnered with security forces and homeland security annually for staff training
• Weekly and event documentation, reporting and planning